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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,679 | $138,102-86.5% | $125,381-85.1% | $134,532-86.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -44.91% | 750.73%-795.6pp | 572.31%-617.2pp | 418.27%-463.2pp |
| Employer contribution / active EE | $8,657 | $5,245+65.0% | $4,815+79.8% | $4,741+82.6% |
| Participant deferral / active EE | $8,663 | $7,801+11.1% | $7,448+16.3% | $6,401+35.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |